Data Services Lead

Location: St. Louis, Missouri

Job Description Summary

Our Data Services Lead, plays a key role in supporting the Operations team by maintaining accurate private investment data and ensuring the integrity of client reporting through Addepar. This position requires exceptional attention to detail, strong analytical and communication skills, and the ability to collaborate effectively across internal teams and external partners. The role will have a high degree of focus on private investments.

The standard schedule is 8:30 a.m. to 5:00 p.m. This position can be based out of the Chiago, IL or St. Louis, MO office.

Primary Responsibilities

• Execute daily operational processes related to establishing, maintaining, and reporting on client portfolios within Addepar.
• Maintain ownership of new limited partnership investment reporting and necessary system and process updates.
• Assist with retrieval and saving of client statements
• Support new client and new account onboarding in Addepar
• Load and reconcile manually maintained accounts as needed
• Assist with data integrity initiatives, audits, and ongoing enhancements within Addepar.
• Partner with Operations and other internal teams to ensure the accuracy and completeness of portfolio data.
• Contribute to process improvement initiatives focused on increasing automation, efficiency, and data quality.